PTRMX Mutual Fund

NAV$22.21

AUM$14M

TER0.73%

Holdings236

See how much of PTRMX you already own

Just $25 once·$99/mo·Download sample

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PTRMX Mutual Fund

NAV$22.21

Performance Trust Municipal Bond Fund Class A

AUM$14M

TER0.73%

Holdings236

See how much of PTRMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PTRMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PTRMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTRMX Mutual Fund Overlap Analysis

PTRMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PTRMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, PTRMX may share significant positions with broad-market funds.

PTRMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PTRMX tax-loss harvesting finds highly correlated but non-identical funds.